Planned Giving

Many people choose to include charity in their will or estate plan. Have you considered including NSAC or your local church in yours?

Thank you for the gifts you have already given in your lifetime. We know through the years you have carefully thought about how much to give, to whom to give and how to give.

Now we invite you to consider a “living legacy.” You have loved and served Spiritualism and you know life continues—the intangible. What of the tangible assets you may leave behind? Your church has come to count on you—wouldn’t it be wonderful to find a way to take care of your family and yet still ensure you can support Spiritualism as always?

By leaving a gift in your will or estate plan, you can continue to contribute and help the message of Spiritualism move forward. This is called a “living legacy” because through a planned gift, you live on here in the physical world in the sense that your lifelong efforts continue to bear fruit in helping others.

Ways to Give

Through a gift in your will.

By designating NSAC or your church as a beneficiary or a contingent beneficiary of your retirement assets, insurance policies, bank or investment accounts.

Through a gift of property, such as stocks, real estate, art, percentage in a business.

Through gifts such as a charitable gift annuity or trust, which pay you income during your lifetime.

How?

A formal estate plan cares for both your property and your person. A will, and for some persons a trust, is important for the management and distribution of your property. There are several basic steps in the estate planning process:

Write down what you own;

Work with an attorney to ensure you have a way to get accurate and timely advice;

Know how property is transferred—for example, some is transferred by a beneficiary designation or other form;

Decide to whom you will leave your assets and possessions—relatives, friends, organizations;

Sign your will and medical directives and make sure all paperwork is accessible to those involved. If you are not sure where to turn for advice, a local community foundation or local bar association and often state websites, have estate planning resources offered for free.

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Tell Me More

Many people find great joy and satisfaction during life, knowing that through their will or estate plan, they will someday make a great difference in the lives of others. Isn’t it worth considering the possibility? Fill out the form below to request free information about leaving your lasting legacy.

Information about ways to give to charity that will also provide income to me for life.

Please Contact Me:

I would like to discuss my options.

Legacy Intentions:

I have already left the NSAC a gift in my estate plan

I would like to be an anonymous member of the Legacy Society.

I would like to be recognized as a member of the Legacy Society.

Name(s) as you would like it to appear:

While this information attempts to offer basic information, it is not intended as a substitute for legal or financial advice. Every person has different needs so it is always important to contact your own attorney; he or she will be your independent legal advisor and will have an obligation of trust and confidence to you. With the advice of your attorney, you can develop a customized estate plan that truly fulfills your unique family, healthcare, estate and planning circumstances and charitable goals.